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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,005 | $111,535+44.4% | $105,223+53.0% | $137,256+17.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.16% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,905 | $3,939-0.9% | $3,689+5.9% | $4,156-6.0% |
| Participant deferral / active EE | $11,681 | $5,500+112.4% | $5,072+130.3% | $6,407+82.3% |
| Admin fee / account holder | $34,006 | $9,721+249.8% | $8,859+283.9% | $12,270+177.1% |